Reports

Discussion List

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  Graph for Net Worth By Year

  Herb A 29 views 1 comment 3 points Most recent by jacobs January 24Budgeting and Planning Tools (Mac)
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  Need to subtotal income by customer

  Closed entrack 54 views 4 comments 0 points Most recent by Quicken Anja January 20Reports (Windows)
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  Report does not include all splits

  Answered Closed longtimeuser70 85 views 4 comments 0 points Most recent by longtimeuser70 January 19Reports (Mac)
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  Budget Report to Include Rollovers (3 legacy votes)

  Reviewed Joseph Hanna 1K views 16 comments 21 points Most recent by sjb January 18Reports
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  Report skipping a Transaction because it is *from* an excluded account

  Answered Closed HopeAndShawn 25 views 2 comments 0 points Most recent by Jim_Harman January 16Reports (Windows)
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  Greyed-Out Page Scaling; A Workaround for Printing Proper Reports

  Closed nkhuval 121 views 3 comments 1 point Most recent by q_lurker January 16Errors and Troubleshooting (Windows)
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  Excluding hidden and separate account from Security Detail View transaction history

  Answered ✓ Ed Mooney 63 views 3 comments 0 points Most recent by Ed Mooney January 16Investing (Windows)
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  Sankey charts for Quicken Classic for Windows

  Closed mgkahn 255 views 4 comments 2 points Most recent by elorimer January 10Reports (Windows)
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  SoldX from IRA not showing as 1099-R taxable distribution

  Answered Closed DoctorBrown 394 views 18 comments 1 point Most recent by Boatnmaniac January 8Reports (Windows)
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  Year view of budget

  Answered Closed CatO123 77 views 4 comments 0 points Most recent by CatO123 January 8Budgeting and Planning Tools (Mac)
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  Known Report Problems??

  Answered ✓ Closed Mark Shafton 270 views 21 comments 0 points Most recent by LLV January 7Reports (Windows)
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  Export "All Transaction" to Excel - split categories are formatted incorrectly

  Reviewed mjbank 1.3K views 13 comments 30 points Most recent by UKR January 6Product Enhancements
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  Why does Tax Schedule Report include realized gains in IRA account?

  Answered Closed SVanDee 50 views 3 comments 0 points Most recent by Jim_Harman January 6Reports (Windows)
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  Grouping a Spending Report

  Answered Closed brettossman 41 views 3 comments 0 points Most recent by brettossman January 5Reports (Windows)
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  PNC Bank: 1/1/2026 OSU Downloads

  Answered Closed Boatnmaniac 65 views 4 comments 0 points Most recent by BK January 3Download, Add/Update Accounts (Windows)
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  Lifetime overview report with tags

  Answered Closed R38.29 31 views 2 comments 0 points Most recent by Quicken Kristina January 2Reports (Windows)
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  What is the best way to create a new data file for 2026 using accounts from current data file?

  Answered Closed three_jeeps 153 views 2 comments 0 points Most recent by three_jeeps January 1Installing and Updating (Windows)
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  Credit Card Utilization Displayed In Account Summary Report (+14 Merged Votes)

  Under Consideration wood.brandon88 512 views 11 comments 21 points Most recent by kelleycm December 2025Reports
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  Idea: Add a Total Return Report (Treat Dividends and Cap Gains as Growth, Not Cost Basis)

  Reviewed Rob328 188 views 8 comments 4 points Most recent by Rob328 December 2025Investments
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  _Accrued Int on bonds sold does not appear on Tax Summary

  Closed Scott Lenowitz 54 views 6 comments 0 points Most recent by Scott Lenowitz December 2025Registers & Transactions (Windows)
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  how to track loan payment received to show as income

  Closed JJClarke 79 views 4 comments 0 points Most recent by Tom Young December 2025Reports (Windows)
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  Income by Security Report

  Reviewed GTmem 56 views 6 comments 1 point Most recent by NotACPA December 2025Product Enhancements
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  Hiding Accounts Doesn't Work On Home Page Classic View

  Divemaster 162 views 13 comments 0 points Most recent by q_lurker December 2025Errors and Troubleshooting (Windows)
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  Spending Report

  Answered ✓ brettossman 43 views 3 comments 0 points Most recent by robertmills03255 November 2025Reports (Windows)